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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Rooted Wealth Advisors (swap one in):+ Compass Financial Group, Inc. $429.7M · Deerfield Beach, FL+ Shayne & Jacobs, LLC $429.5M · Nashville, TN+ Wheelhouse Advisory Group, LLC $388.1M · St. Louis, MO+ Vermillion Financial Advisors, Inc. $386.7M · South Barrington, IL
Bourbonnais, IL
Birmingham, AL
Bloomfield Hills, MI
Assets under management$408.8M$429.6M$429.8M
Asset growth, last 2 years+83%+46%+52%
Advisory staff865
Individual clients1,605271415
Assets per client$255K$1.6M$1M
Clients per advisor2014583
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120182018
Tools in their stack–1–
People on Advicer.bio873

From each firm's latest Form ADV (Mar 2026, Aug 2026, Feb 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolRooted Wealth AdvisorsNavigate Wealth Management, LLCIntegrated Capital Management
CRM
Envestnet Tamarac–Uses it–

Custodians on Form ADV: Rooted Wealth Advisors: Schwab · Navigate Wealth Management, LLC: Schwab · Integrated Capital Management: Schwab, AssetMark